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Vanguard Mid-Cap ETF
VO

449 hedge funds and large institutions have $6.29B invested in Vanguard Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 197 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

84% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 107

13% more capital invested

Capital invested by funds: $5.57B → $6.29B (+$720M)

12% more funds holding

Funds holding: 402 → 449 (+47)

5% more funds holding in top 10

Funds holding in top 10: 42 → 44 (+2)

2.09% more ownership

Funds ownership: 188.22% → 190.31% (+2.1%)

32% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.92M

Holders
449
Holders Change
+47
Holders Change %
+11.69%
% of All Funds
11.78%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1.15%
New
73
Increased
197
Reduced
107
Closed
21
Calls
$2.68M
Puts
$3.92M
Net Calls
-$1.24M
Net Calls Change
+$4.5M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$68.8M
2
Morgan Stanley
Morgan Stanley
New York
+$66.3M
3
UBS Group
UBS Group
Switzerland
+$59.2M
4
Creative Planning
Creative Planning
Kansas
+$48.7M
5
Bessemer Group
Bessemer Group
New Jersey
+$46M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$45.1M
2
USAA
United Services Automobile Association
Texas
-$25M
3
CA
Cumberland Advisors
Florida
-$7.99M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7.69M
5
Jane Street
Jane Street
New York
-$6.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
251
Waters Parkerson & Co
Louisiana
$835K +$848K +27,800 New
CCM
252
Coldstream Capital Management
Washington
$828K +$60.2K +1,972 +8%
FTIOP
253
Fiduciary Trust International of Pennsylvania
Pennsylvania
$823K – – –
BB
254
Busey Bank
Illinois
$813K +$125K +4,108 +18%
PG
255
Patten Group
Tennessee
$806K +$25K +820 +3%
VFA
256
Voya Financial Advisors
Connecticut
$790K -$154K -5,052 -16%
Mariner
257
Mariner
Kansas
$788K -$482K -15,792 -38%
WA
258
WFG Advisors
Texas
$779K +$207K +6,796 +36%
LC
259
Lourd Capital
California
$771K +$783K +25,684 New
AWMS
260
Advocacy Wealth Management Services
Georgia
$760K +$771K +25,280 New
DG
261
Davidson & Garrard
Virginia
$756K +$81.8K +2,680 +12%
KA
262
Kovack Advisors
Florida
$747K -$66.4K -2,176 -8%
CCP
263
Clarkston Capital Partners
Michigan
$727K +$3.42K +112 +0.5%
AWA
264
ARS Wealth Advisors
Florida
$709K -$17.1K -560 -2%
CG
265
Colony Group
Massachusetts
$706K +$362K +11,860 +102%
TSWM
266
Triangle Securities Wealth Management
North Carolina
$692K +$276K +9,052 +62%
UBS AM
267
UBS AM
Illinois
$684K +$81.3K +2,664 +13%
DAS
268
Dynamic Advisor Solutions
Arizona
$682K +$9.03K +296 +1%
CB
269
Commerce Bank
Missouri
$681K +$25K +820 +4%
ACP
270
Ashfield Capital Partners
California
$675K – – –
MPAM
271
Murphy Pohlad Asset Management
Minnesota
$675K – – –
EVM
272
Eaton Vance Management
Massachusetts
$672K +$187K +6,140 +38%
JFA
273
JNBA Financial Advisors
Minnesota
$659K +$642K +21,056 +2,329%
AIM
274
Acropolis Investment Management
Missouri
$655K – – –
PTC
275
Private Trust Company
Ohio
$655K +$178K +5,824 +36%
9 10
11
12 13

VO Hedge Fund Activity: Q4 2015 in Review

449 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2015, worth a combined $6.29B — up 13% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VO positions and 21 closed out — a net gain of 52 holders — while 197 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $45.1M.

  • 449 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2015, up from 402 in Q3 2015.
  • Funds reported $6.29B of Vanguard Mid-Cap ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 73 funds opened new Vanguard Mid-Cap ETF positions in Q4 2015 and 21 closed out, a net change of +52 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $68.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2015.